Matter of Estate of Musso

932 P.2d 853, 1997 Colo. App. LEXIS 7, 1997 WL 6314
CourtColorado Court of Appeals
DecidedJanuary 9, 1997
Docket96CA0388
StatusPublished
Cited by5 cases

This text of 932 P.2d 853 (Matter of Estate of Musso) is published on Counsel Stack Legal Research, covering Colorado Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Matter of Estate of Musso, 932 P.2d 853, 1997 Colo. App. LEXIS 7, 1997 WL 6314 (Colo. Ct. App. 1997).

Opinion

Opinion by Judge JONES.

In this probate action, respondent, John C. Musso, appeals from an order of the district court determining that certain property was eo-owned by Charles Vincent Musso (decedent) and Jennie Musso (wife), awarding fees to respondent for his services as personal representative of the estate of decedent, and awarding fees to the current personal representative of the estate. We affirm in part, reverse in part, and remand with directions.

I.

Respondent first contends that the trial court erred in finding that a collection of liquor decanters was eo-owned between the decedent and his wife, rather than owned solely by decedent. We disagree.

A.

In determining the assets of the estate, the current personal representative concluded that the decanter collection was co-owned by the decedent and his wife and, therefore, included only one-half the value of the collection in the assets of the estate. In making this valuation, the personal representative did not consider the rebuttable common law presumption that a husband solely owns all household goods. See Allen v. Eldridge, 1 Colo. 287 (1871); In re Estate of Blanpied v. Robinson, 155 Colo. 133, 393 P.2d 355 (1964); In re Ferguson, 15 B.R. 439 (Bankr.D.Colo.1981).

Over respondent’s objection, the trial court aíso rejected application of the common law rebuttable presumption that a husband solely owns all household goods, finding its application unconstitutional under the Equal Rights Amendment (ERA), Colo. Const, art. II, § 29. We agree with that ruling.

The ERA, adopted in 1972, provides that: “Equality of rights under the law shall not be denied or abridged by the state of Colorado or any of its political subdivisions on account of sex.” Colo. Const, art. II, § 29.

The ERA prohibits differential treatment that is based “exclusively on the circumstance of sex, social stereotypes based on gender, and culturally induced similarities,” but does not prohibit differential treatment based on reasonably and genuinely based physical differences. People v. Salinas, 191 Colo. 171, .174, 551 P.2d 703, 706 (1976). To be reasonable, a differentiation based on gender must serve an important government objective and be substantially related to that objective. Austin v. Litvak, 682 P.2d 41 (Colo.1984).

The presumption that husbands solely own all household goods is a creature of a different “era” in our society. It reflects an attitude that the law, as a mirror of the mores of society, should appropriately, expressly differentiate between married men and married women based entirely upon the issue of gender. See Allen v. Eldridge, supra, 1 Colo, at 290-291 (promise to pay wife for use of household goods is promise to the husband for “[o]ne who is dealing with a wife ... will ordinarily address her in the second person singular, without any intention to engage with her instead of her husband.”). Thus, the presumption gives to married men the advantage in determination of ownership of household goods in relation to estate proceedings.

Respondent argues that the fact that this presumption may be overcome by a wife renders it not violative of constitutional principles. We disagree.

*856 To the extent that the presumption differentiates between men and women exclusively on the basis of gender, it is impermissible. An analysis of the presumption reveals no important governmental objective served by it, nor does respondent argue that it is substantially related to any such objective. See Reed v. Reed, 404 U.S. 71, 92 S.Ct. 251, 30 L.Ed.2d 225 (1971)(presumption favoring male estate administrators over females violates equal protection clause of Fourteenth Amendment).

We note that other jurisdictions that have adopted similar equal rights amendments have found unconstitutional presumptions in favor of married men’s sole ownership of property. See, e.g., Bell v. Bell, 38 Md.App. 10; 379 A.2d 419 (1977)(presumption that husband is the dominant figure in the marriage violates Maryland ERA); DiFlorido v. DiFlorido, 459 Pa. 641, 331 A.2d 174 (1975)(presumption of husband’s sole ownership of household goods violates Pennsylvania ERA). We find the reasoning of these cases persuasive.

The federal bankruptcy court for the district of Colorado did recognize and apply the presumption in 1981, after the ERA was adopted. However, the issue of the constitutionality of the presumption was not addressed in that case. In re Ferguson, supra. We do not, therefore, find that decision either persuasive or controlling as to the issue before us here.

We also reject respondent’s argument that, because the ERA does not apply retroactively, and the presumption was judicially recognized in Colorado as long ago as 1871, the presumption survives.

In support of this argument, respondent relies on People v. Elliott, 186 Colo. 65, 525 P.2d 457 (1974). In Elliott, the supreme court reversed a trial court’s determination that a felony-nonsupport statute, applicable only to men, was unconstitutional. A primary basis of that ruling was that the criminal act had occurred before the ERA was adopted in 1972, but the constitutionality of the statute was not considered to be contingent upon the fact that enactment of the criminal statute predated the ERA. See also Forbes v. United States, 472 F.Supp. 840 (D.Mass.1979)(where transfer of property under presumption of husband’s ownership occurred before the passage of Massachusetts’ ERA, court would not address constitutionality of presumption).

Here, all relevant factual issues occurred well after the passage of the ERA, and thus, there is no improper retroactive effect.

B.

We also find support in the record for the trial court’s determination of co-ownership of the collection and, therefore, decline to disturb the finding.

Determinations of fact are left to the sound discretion of the trial court. In re Estate of Maikka, 110 Colo. 433,134 P.2d 723 (1942).

Respondent, who is the decedent’s son, testified regarding his father’s collection of liquor decanters and was cross-examined by counsel for the wife.

The record reflects that the trial court made its.

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932 P.2d 853, 1997 Colo. App. LEXIS 7, 1997 WL 6314, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-musso-coloctapp-1997.